ali2asuk's profile picture. Senior Finance Professional I IIM A I Microcap Investor I Long Term Investor I  Sharing Data/ Personal Views not recommendation | Not Sebi Registered

Manoj Gupte

@ali2asuk

Senior Finance Professional I IIM A I Microcap Investor I Long Term Investor I Sharing Data/ Personal Views not recommendation | Not Sebi Registered

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🎇 My Diwali 2025 Stock Picks — 5-Year Multibagger Stories in the Making 🇮🇳✨ These are not just stocks… these are transformational stories unfolding across Defence ⚔️, Renewable Energy ☀️, EPC 🏗 & Manufacturing 🏭. Valuations look compelling vs growth runway👇 #showmore

ali2asuk's tweet image. 🎇 My Diwali 2025 Stock Picks — 5-Year Multibagger Stories in the Making 🇮🇳✨
These are not just stocks… these are transformational stories unfolding across Defence ⚔️, Renewable Energy ☀️, EPC 🏗 & Manufacturing 🏭.
Valuations look compelling vs growth runway👇
#showmore

🚨 #SOLEX — A Solar Powerhouse in the Making ⚡️🇮🇳 H1 FY26 Revenue: ₹415 Cr ✅ H2 Run-rate: 4 GW × ₹20/W → @ 50% utilisation for 5months ₹1,700-1900 Cr potential 🌞 📊 FY26 Outlook Topline ₹2,100–2,300 Cr PAT ₹130–160 Cr (6–7 %) @25 × → MCap ₹3,250–4,000 Cr #showmore

ali2asuk's tweet image. 🚨 #SOLEX — A Solar Powerhouse in the Making ⚡️🇮🇳

H1 FY26 Revenue: ₹415 Cr ✅
H2 Run-rate: 4 GW × ₹20/W → @ 50% utilisation for 5months ₹1,700-1900 Cr potential 🌞

📊 FY26 Outlook

Topline ₹2,100–2,300 Cr

PAT ₹130–160 Cr (6–7 %)

@25
× → MCap ₹3,250–4,000 Cr
#showmore
ali2asuk's tweet image. 🚨 #SOLEX — A Solar Powerhouse in the Making ⚡️🇮🇳

H1 FY26 Revenue: ₹415 Cr ✅
H2 Run-rate: 4 GW × ₹20/W → @ 50% utilisation for 5months ₹1,700-1900 Cr potential 🌞

📊 FY26 Outlook

Topline ₹2,100–2,300 Cr

PAT ₹130–160 Cr (6–7 %)

@25
× → MCap ₹3,250–4,000 Cr
#showmore

⚔️ 2️⃣ Sunita Tools ($SUNITATOOLS) > ⚔️ Defence manufacturing microcap… artillery shell production just the beginning. Second pick from my #DiwaliPicks2025 👇 [🧵 Original Thread] x.com/ali2asuk/statu…

🎇 My Diwali 2025 Stock Picks — 5-Year Multibagger Stories in the Making 🇮🇳✨ These are not just stocks… these are transformational stories unfolding across Defence ⚔️, Renewable Energy ☀️, EPC 🏗 & Manufacturing 🏭. Valuations look compelling vs growth runway👇 #showmore

ali2asuk's tweet image. 🎇 My Diwali 2025 Stock Picks — 5-Year Multibagger Stories in the Making 🇮🇳✨
These are not just stocks… these are transformational stories unfolding across Defence ⚔️, Renewable Energy ☀️, EPC 🏗 & Manufacturing 🏭.
Valuations look compelling vs growth runway👇
#showmore


🕌✈️📈 From Taj to Trillion 🇮🇳 — Tourism Can Power India’s Next Growth Wave Tourism is more than just leisure — it’s a powerful economic engine: 💰 $247 Bn – Contribution to India’s GDP in FY23 (~9.2% of total) 🌍 $1 Trillion+ potential by 2047 (FICCI / WTTC) 👷‍♂️ 100 #showmore


🏆 Agarwal Toughened Glass India Ltd (AGARWALTUF) has been honoured as “Most Trusted Architectural Glass Manufacturer of the Year”🏅 📍 Dr. APJ Abdul Kalam Inspirational Awards 2025 📅 Oct 9 | Hotel The Lalit, New Delhi #showmore x.com/ali2asuk/statu…

ali2asuk's tweet image. 🏆 Agarwal Toughened Glass India Ltd (AGARWALTUF) has been honoured as
 “Most Trusted Architectural Glass Manufacturer of the Year”🏅

📍 Dr. APJ Abdul Kalam Inspirational Awards 2025
📅 Oct 9 | Hotel The Lalit, New Delhi
#showmore
x.com/ali2asuk/statu…
ali2asuk's tweet image. 🏆 Agarwal Toughened Glass India Ltd (AGARWALTUF) has been honoured as
 “Most Trusted Architectural Glass Manufacturer of the Year”🏅

📍 Dr. APJ Abdul Kalam Inspirational Awards 2025
📅 Oct 9 | Hotel The Lalit, New Delhi
#showmore
x.com/ali2asuk/statu…

🚀 $AGARWALTUF – Agarwal Toughened Glass Ltd 📊 FY25 Snapshot Revenue: ₹55.3 Cr EBITDA: ₹23.1 Cr (≈ 40% margin) PAT: ₹15.2 Cr (≈ 26% margin) 📌 Q1 FY26 & Order Book Q1 (unaudited) revenue: ~₹28 Cr Order book as of June 30, 2025: ~₹50 Cr #showmore

ali2asuk's tweet image. 🚀 $AGARWALTUF – Agarwal Toughened Glass Ltd

📊 FY25 Snapshot

Revenue: ₹55.3 Cr

EBITDA: ₹23.1 Cr (≈ 40% margin)

PAT: ₹15.2 Cr (≈ 26% margin)

📌 Q1 FY26 & Order Book

Q1 (unaudited) revenue: ~₹28 Cr

Order book as of June 30, 2025: ~₹50 Cr
#showmore
ali2asuk's tweet image. 🚀 $AGARWALTUF – Agarwal Toughened Glass Ltd

📊 FY25 Snapshot

Revenue: ₹55.3 Cr

EBITDA: ₹23.1 Cr (≈ 40% margin)

PAT: ₹15.2 Cr (≈ 26% margin)

📌 Q1 FY26 & Order Book

Q1 (unaudited) revenue: ~₹28 Cr

Order book as of June 30, 2025: ~₹50 Cr
#showmore


🚀 $AGARWALTUF – Agarwal Toughened Glass Ltd 📊 FY25 Snapshot Revenue: ₹55.3 Cr EBITDA: ₹23.1 Cr (≈ 40% margin) PAT: ₹15.2 Cr (≈ 26% margin) 📌 Q1 FY26 & Order Book Q1 (unaudited) revenue: ~₹28 Cr Order book as of June 30, 2025: ~₹50 Cr #showmore

ali2asuk's tweet image. 🚀 $AGARWALTUF – Agarwal Toughened Glass Ltd

📊 FY25 Snapshot

Revenue: ₹55.3 Cr

EBITDA: ₹23.1 Cr (≈ 40% margin)

PAT: ₹15.2 Cr (≈ 26% margin)

📌 Q1 FY26 & Order Book

Q1 (unaudited) revenue: ~₹28 Cr

Order book as of June 30, 2025: ~₹50 Cr
#showmore
ali2asuk's tweet image. 🚀 $AGARWALTUF – Agarwal Toughened Glass Ltd

📊 FY25 Snapshot

Revenue: ₹55.3 Cr

EBITDA: ₹23.1 Cr (≈ 40% margin)

PAT: ₹15.2 Cr (≈ 26% margin)

📌 Q1 FY26 & Order Book

Q1 (unaudited) revenue: ~₹28 Cr

Order book as of June 30, 2025: ~₹50 Cr
#showmore

📈 Equity Markets: More Than Just Numbers 💭 Over the years, I’ve realised that the equity market is not just a place to invest money — it’s a place where we invest emotions, patience, and belief. I’ve seen cycles of euphoria and fear…🔄 Moments when everything seems #showmore


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